The scale of China's anticancer drug market is expanding

2018-09-11 17:57:42

According to IMS data, the global market for anti-tumor drugs increased from $91 billion in 2012 to $113 billion in 2016. China's anti-tumor market increased from 60.4 billion yuan in 2012 to 126.8 billion yuan in 2017, and the market size is expected to reach 144.7 billion yuan in 2018. It is understood that in recent years, the market scale of anti-tumor drugs in China has been continuously expanding, and more and more enterprises have joined in the research and development of innovative drugs such as anti-tumor drugs, especially the enthusiasm for the research and development of pd-1 / pd-l1 antibodies.

In recent years, China has continuously encouraged the development of anti-cancer drugs in policies, such as implementing zero tariffs on 28 drugs, including anti-cancer drugs, and promoting the inclusion of anti-tumor drugs in the list of medical insurance. With the huge market demand and favorable policies, major enterprises began to actively lay out their tumor drug pipeline.

According to relevant data statistics, currently there are 88 anticancer concept stocks, including hengrui pharmaceutical, fosun pharmaceutical, baida pharmaceutical, kelun pharmaceutical, stone pharmaceutical group, Shanghai pharmaceutical, etc. It is reported that since the beginning of September, some pharmaceutical companies in China have made some breakthroughs in cancer drugs.

Hengrui medicine anti-tumor innovative drug arrani was approved for marketing. On September 12, the new generation targeted drug for her2-positive advanced breast cancer developed by hengrui pharmaceutical co., LTD. (HPLC), erreni (pyrrotinib), was listed in the priority list of reviewed varieties by the state drug administration (sda) for its obvious clinical value, and was qualified to be listed on the market. It is reported that this is the first Chinese solid tumor based on the results of phase II clinical research approved to market anti-tumor drugs.

The successful listing of arrani shows that the national medicine enterprises represented by hengrui medicine are gradually completing the transformation from imitation to innovation. It is learned that hengrui pharma has always been committed to innovative research and development, and the research and development investment accounts for more than 10% of the operating revenue every year. In the past 10 years, hengrui pharma has undertaken 30 major special projects, and obtained 6 new drug certificates and approval documents, and 2 1 new drugs have been declared for production.

Shanghai pharmaceutical co. Ltd. rose brand drugs localization production and marketing anti-tumor drugs. Zhou jun, chairman of Shanghai pharmaceutical co., ltd. and morozov, founder and CEO of Russian BIOCAD bio-pharmaceutical co., LTD., signed the memorandum of intent for cooperation on September 12 when the 4th annual BBS of far east economy was held in Vladivostok, Russia. The two parties agree to jointly invest in establishing two joint ventures within China to carry out localization production of macromolecular anti-tumor drugs, as well as import registration and sales.

It is reported that the first phase of cooperation between the two sides will include 4 blockbuster biosimilar drugs and 2 bioinnovative drugs owned by BIOCAD, which are mainly used to treat diseases such as breast cancer, stomach cancer, non-hodgkin lymphoma, chronic lymphoid leukemia, non-small cell lung cancer, cervical cancer and rheumatoid arthritis.

The treatment of colorectal cancer developed by hehuang has been approved. On September 5, the state drug administration announced, according to the approval of metastatic colorectal cancer treatment drug cefuroxime quetiapine for capsule (utility) love listed, for always received fluorouracil, and oxaliplatin into Iraq for kang based chemotherapy, and always received or not suitable for treated with vascular endothelial growth factor (VEGF) resistance, resistance to epidermal growth factor receptor (EGFR) in the treatment of wild type (RAS) of patients with metastatic colorectal cancer. It is worth mentioning that furazitinib capsules are unlisted innovative drugs both at home and abroad, and new targeted anti-tumor drugs with complete intellectual property rights developed independently by local Chinese enterprises.

Fruquintinib (hmpl-013) is a targeted cancer drug developed independently by huang pharmaceutical. It is a small molecule angiogenesis inhibitor of quinazoline and its main target is the VEGFR kinase family (VEGFR1, 2 and 3).

Since 2018, 8 new anti-cancer drugs/imported drugs have been approved and marketed in China, thanks to policy support such as the acceleration of new drug listing approval and import drug approval. The anticancer market has broad prospects and the size of the anti-cancer drug market is expanding. More and more drug companies are entering this market. But also has the industry expert to remind, although the anti-tumor medicine is in recent years the hot spot, but the research and development cycle is long, the failure rate is high, the investment is big, the enterprise enters must be careful, do not blindly follow "hot spot", should evaluate the enterprise own strength to make the investment again. For unlisted innovative drug companies, capital is needed to address the sustainability of high investment in the development of anti-tumor drugs.